Legacy Life Planning Lance

Name: Legacy Life Planning Lance
Address: 404 South Roan Street, Johnson City, Tennessee, 37601, US
Telephone: (423) 341-8601
Rating: 5

5.0 18 reviews

Financial Planners, Business Financing, Tax Services

404 South Roan Street, Johnson City, TN 37601

(423) 341-8601

Overall rating

5.0

out of 5

18 reviews

5 star 100%

4 star 0%

3 star 0%

2 star 0%

1 star 0%

About Legacy Life Planning Lance

Legacy Life Planning Lance, based in Johnson City, serves the Tri-Cities area including Kingsport, Bristol, Gray, and Elizabethton. The business specializes in helping business owners, professionals, and families build effective financial strategies. Their services include financial planning, tax strategy, debt elimination, Infinite Banking, IUL planning, estate planning, and business funding. Clients appreciate Lance Evans for his personalized approach and genuine care. He has helped many find the right insurance plans, including universal life policies, and has been a reliable support through various life phases, such as disability, illness, and inheritance. Lance is known for his patience, kindness, and willingness to go above and beyond, making complex financial topics easy to understand and manage. He connects clients with specialists to set up estate protection and maximize tax benefits, saving them significant money. His expertise in tax credits and estate planning has resulted in notable financial benefits for clients. Many describe him as a true ally who cares about their success and future. A free consultation is available, making it easy for clients to start working toward their financial goals with a trusted professional.

Reviews

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Jun 2026

5.0

We are very grateful to Lance Evans with Legacy Life Planning for taking the time to truly understand our goals and help us make thoughtful decisions for our future. Lance helped ensure that our hard-earned savings are positioned to continue growing while also giving us the confidence and resources needed to expand and grow our business.

His guidance, patience, and professionalism made the process clear and reassuring. We appreciate the time he invested in helping us plan wisely for both our personal financial future and the continued success of our business. Highly recommend Lance Evans and Legacy Life Planning.

Jun 2025

5.0

⭐⭐⭐⭐⭐ Lance at Legacy Life Planning is a true gem! He’s not just a financial advisor—he’s a cheerleader for my personal finances and business goals. I lean on him for advice and support, and he always makes me feel well cared for. Thanks to Lance’s expertise and connections, I finally got approved for a universal life policy after being denied multiple times elsewhere. He’s helping me turn my goals into reality, and I couldn’t be more grateful! Highly recommend Legacy Life Planning for anyone seeking personalized, results-driven guidance.

Jan 2025

5.0

Lance has been there for us through many phases of our lives. He helped us choose the right insurance plan for many years when my husband became disabled. He helped my parents with insurance advice for years. When my father was sick, he made sure that my parents’ life insurance and finances were in order. He was also comforting and reassuring to our family. When my father died, he helped my mother and my family with more insurance, financial planning and legacy planning. He has been our “go-to” for any questions we’ve had. He has always been extremely patient and accommodating, willing to go above and beyond. Highly recommend!

All 18 reviews